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WillScot Mobile Mini Holdings

425 hedge funds and large institutions have $9.26B invested in WillScot Mobile Mini Holdings in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 151 increasing their positions, 161 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 33

21% more call options, than puts

Call options by funds: $37.6M | Put options by funds: $31M

5% more funds holding

Funds holding: 403425 (+22)

4% more capital invested

Capital invested by funds: $8.94B → $9.26B (+$317M)

0.47% less ownership

Funds ownership: 96.38%95.92% (-0.47%)

6% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 161

29% less funds holding in top 10

Funds holding in top 10: 2820 (-8)

Holders
425
Holders Change
+22
Holders Change %
+5.46%
% of All Funds
6.77%
Holding in Top 10
20
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-28.57%
% of All Funds
0.32%
New
61
Increased
151
Reduced
161
Closed
33
Calls
$37.6M
Puts
$31M
Net Calls
+$6.6M
Net Calls Change
-$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
QL
376
Quarry LP
New York
$26.3K +$5.68K +118 +27%
Nomura Asset Management
377
Nomura Asset Management
Japan
$23.9K -$3.43M -71,189 -99%
TCPG
378
Trivant Custom Portfolio Group
California
$23.4K +$24.1K +500 New
SPIA
379
Steward Partners Investment Advisory
New York
$22.5K
QCG
380
Quadrant Capital Group
Ohio
$21.4K +$7.65K +159 +53%
BBHC
381
Brown Brothers Harriman & Co
New York
$19.9K
NA
382
NewEdge Advisors
Louisiana
$18.8K -$6.64K -138 -26%
BBPWM
383
Blue Bell Private Wealth Management
Pennsylvania
$18.1K
PFBT
384
Parkside Financial Bank & Trust
Missouri
$18K +$1.3K +27 +8%
LSA
385
Leonteq Securities AG
Switzerland
$16.6K +$13.2K +274 +343%
ST
386
Smithfield Trust
Pennsylvania
$16K
HWM
387
HighMark Wealth Management
Minnesota
$11.5K +$11.8K +246 New
JWA
388
JFS Wealth Advisors
Pennsylvania
$11.3K -$530 -11 -4%
TRCT
389
Tower Research Capital (TRC)
New York
$11K -$340K -7,058 -97%
WTA
390
Washington Trust Advisors
Massachusetts
$10.2K -$722 -15 -6%
First Manhattan
391
First Manhattan
New York
$10.1K
PA
392
Parallel Advisors
California
$9.14K -$722 -15 -7%
BTI
393
Blue Trust Inc
Georgia
$7K -$4.28K -89 -38%
GKIM
394
GW&K Investment Management
Massachusetts
$7K
SC
395
Schubert & Co
Texas
$6.99K -$578 -12 -7%
BIA
396
Bell Investment Advisors
California
$6.28K +$481 +10 +8%
GRP
397
Global Retirement Partners
California
$5.91K +$1.78K +37 +37%
BAM
398
Belpointe Asset Management
Nevada
$5.81K +$4.96K +103 +490%
Fidelity International
399
Fidelity International
Bermuda
$5.63K +$5.78K +120 New
HFM
400
Harvest Fund Management
China
$5K -$34.7K -720 -86%

WSC Hedge Fund Activity: Q1 2023 in Review

425 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WillScot Mobile Mini Holdings (WSC) for Q1 2023, worth a combined $9.26B — up 3.5% from $8.94B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new WSC positions and 33 closed out — a net gain of 28 holders — while 151 added to existing stakes and 161 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $277M. The largest seller was Wellington Management Group, cutting an estimated $252M.

  • 425 institutional investors held WillScot Mobile Mini Holdings (WSC) as of Q1 2023, up from 403 in Q4 2022.
  • Funds reported $9.26B of WillScot Mobile Mini Holdings stock for Q1 2023, up 3.5% quarter-over-quarter.
  • 61 funds opened new WillScot Mobile Mini Holdings positions in Q1 2023 and 33 closed out, a net change of +28 holders.
  • The largest WillScot Mobile Mini Holdings buyer in Q1 2023 was Fidelity Investments, an estimated $277M added.
  • The largest WillScot Mobile Mini Holdings seller in Q1 2023 was Wellington Management Group, an estimated $252M sold.

Based on aggregated 13F filings for Q1 2023.